We are live on ! Find out more
BROS icon

Dutch Bros

492 hedge funds and large institutions have $7.23B invested in Dutch Bros in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 188 increasing their positions, 145 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 64

30% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 145

15% more capital invested

Capital invested by funds: $6.28B → $7.23B (+$951M)

6% more funds holding

Funds holding: 466492 (+26)

4.19% less ownership

Funds ownership: 87.57%83.38% (-4.2%)

15% less call options, than puts

Call options by funds: $177M | Put options by funds: $209M

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
492
Holders Change
+26
Holders Change %
+5.58%
% of All Funds
6.48%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
92
Increased
188
Reduced
145
Closed
64
Calls
$177M
Puts
$209M
Net Calls
-$32.3M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
WGC
326
Watts Gwilliam & Co
Arizona
$307K
NFG
327
Nations Financial Group
Iowa
$303K +$289K +4,426 New
SWM
328
Spire Wealth Management
Virginia
$303K +$101K +1,548 +54%
MC
329
Maverick Capital
Texas
$300K -$1.78M -27,250 -86%
CCFM
330
Clear Creek Financial Management
Washington
$297K +$6.13K +94 +2%
RFA
331
ROI Financial Advisors
Oregon
$292K +$279K +4,274 New
AIM
332
Aspen Investment Management
Michigan
$290K +$277K +4,240 New
NSAM
333
North Star Asset Management
Wisconsin
$287K +$274K +4,200 New
AI
334
Accredited Investors
Minnesota
$287K +$6.39K +98 +2%
WMA
335
West Michigan Advisors
Michigan
$286K -$151K -2,309 -36%
Lazard Asset Management
336
Lazard Asset Management
New York
$284K +$48.1K +738 +22%
TC
337
TownSquare Capital
Utah
$278K -$156K -2,389 -37%
EC
338
EntryPoint Capital
New York
$272K -$9.98K -153 -4%
RA
339
RiverPark Advisors
New York
$271K +$11.8K +181 +5%
NWM
340
Napa Wealth Management
California
$264K +$252K +3,860 New
JWCA
341
J.W. Cole Advisors
Florida
$258K +$246K +3,777 New
I
342
InceptionR
California
$255K +$244K +3,734 New
IA
343
IFP Advisors
Florida
$254K +$44.9K +688 +23%
SA
344
Sanctuary Advisors
Indiana
$251K +$239K +3,666 New
VPIM
345
Vanguard Personalized Indexing Management
California
$243K +$231K +3,547 New
Mirae Asset Global Investments
346
Mirae Asset Global Investments
South Korea
$242K -$14.9K -228 -6%
GBI
347
GP Brinson Investments
Illinois
$239K +$228K +3,500 New
PCIA
348
Prime Capital Investment Advisors
Kansas
$235K -$224K -3,437 -50%
HCMT
349
Highland Capital Management (Tennessee)
Tennessee
$233K -$1.53M -23,506 -87%
MML Investors Services
350
MML Investors Services
Massachusetts
$233K +$223K +3,412 New

BROS Hedge Fund Activity: Q2 2025 in Review

492 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dutch Bros (BROS) for Q2 2025, worth a combined $7.23B — up 15% from $6.28B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new BROS positions and 64 closed out — a net gain of 28 holders — while 188 added to existing stakes and 145 trimmed.

The largest buyer was Marshall Wace, adding an estimated $95.3M. The largest seller was Balyasny Asset Management, cutting an estimated $100M.

  • 492 institutional investors held Dutch Bros (BROS) as of Q2 2025, up from 466 in Q1 2025.
  • Funds reported $7.23B of Dutch Bros stock for Q2 2025, up 15% quarter-over-quarter.
  • 92 funds opened new Dutch Bros positions in Q2 2025 and 64 closed out, a net change of +28 holders.
  • The largest Dutch Bros buyer in Q2 2025 was Marshall Wace, an estimated $95.3M added.
  • The largest Dutch Bros seller in Q2 2025 was Balyasny Asset Management, an estimated $100M sold.

Based on aggregated 13F filings for Q2 2025.